Hengyuan coal power and Huaibei mining rose more than 6%, coal ETF (515220) rose more than 2%

Hengyuan coal power and Huaibei mining rose more than 6%, and Haohua Energy and other rose rose; coal ETF (515220) rose more than 2%, and the turnover exceeded 200 million yuan.

On the news, the price of coking coal in the fourth quarter may maintain a high level, and to a certain extent boost market emotions. It is reported that due to the tight supply and demand relationship and the market expectations, the prices of main coking coal in Shanxi have once again risen to about 2,500 yuan/ton. Coking coal companies have a strong willingness to raise prices. In addition, the Daqin Line has been maintained yesterday (September 28), and the coal supply and demand pattern is still tight. In terms of demand, the subtropical high pressure strengthened during the National Day during the National Day enabled the "cold and warm reversal" in the southern region to appear on October 5th, and the cumulative cooling extension of some areas will be 14-16 ° C, which constitutes a certain benefit for the demand for thermal power coal.

Guohai Securities Research reports that the tension of coal supply is heating up, and the market price of power coal has rebounded rapidly. In terms of supply side, the supply of main producing areas has been escaped from the impact of public health prevention and control. The number of long -term coal bonds and the quality of the coal of electrical coal is guaranteed. The demand side is still supported by power demand, which is expected to be better than the same period last year. The overall coal supply and demand pattern is still tight.

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